Plan Snapshot
- Plan Sponsor: Quality Technology Services, LLC
- Sponsor EIN: 205840402
- Sponsor Address: 12851 FOSTER STREET, OVERLAND PARK, KS, 66213
- Plan Type: 401(k)
- Total Participants: 1,310
- Total Assets: $131.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,310 | $131.6M | $6.6M | $13.7M |
| 2023 | 916 | $100.9M | $4.8M | $10.1M |
| 2022 | 756 | $74.8M | $3.2M | $8.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CAP FINANCIAL PARTNERS LLC | NONE | $73,983 | — | $73,983 |
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $72,160 | — | $72,160 |
| MARKSNELSON LLC | NONE | $18,500 | — | $18,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- MARKSNELSON LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $164,643
- Estimated Expense Ratio: 0.125% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $164,492 | $79,388 | — | $18,500 | — |
| 2023 | $127,518 | $69,283 | — | $13,000 | — |
| 2022 | $185,111 | $21 | — | — | — |